What We Do

X3CloudDocs

Cloud-based document management solutions for Sage X3

Cloud-based document management solutions for Sage X3

Intelligent Document Management for Sage X3, in the Cloud!

Automatically import purchase invoices, and send documents electronically.

Seamlessly Integrated with Sage X3

Designed specifically for Sage X3 by expert Sage X3 developers.

Instant Cost Savings and Incredibly Quick ROI

Instant savings on print, paper and postage. ROI shown within months.

Explore X3CloudDoc’s three modules covering Accounts Payable automation, the dispatch and archive of outbound documents, and custom-branded workflow emails.

AP automation and authorisations

X3CloudDocs Inbound automates the accounts payable invoice process through a
dedicated workflow. The financial record of the invoice is automatically created in Sage X3, with the original document being securely stored in the cloud. Unlike a manual process, X3CloudDocs Inbound provides full control, auditability and traceability. This digital transformation for your finance department provides instant cost savings and incredibly quick ROI.

Seamless integration with Sage X3
Fully automated
Purchase Invoice creation
Automatically match
Purchase Orders to those in Sage X3
Approval workflows for full accountability and removal of human error risks
Best in class SaaS machine learning technology platform
Full audit trail of documents, all stored in the cloud

Discover how Finance departments and Sage X3 users can benefit from accounts payable automation. A solution that creates time for Finance employees to carry out higher level tasks such as analysis and decision making. Uncover instant cost savings and incredibly quick ROI, all in the Cloud! Let robots do robot work!

Automatic Sales Order creation in Sage X3
Multi-currency
Duplicate PO checking
TLX and OCR automatically extract relevant order information for processing
Automatic notification of order receipts from customers
Works with your current Sales Order approval and notification workflows in Sage X3
Receive customer orders from a variety of sources (email, drag & drop, folder automation).

X3CloudDocs Inbound Sales Order Automation drives efficiencies in the sales department by automatically processing incoming customer orders removing the need for rekeying. Utilising a best-in-class enterprise-grade document and image processing engine coupled with AI and machine learning technology – customer orders are seamlessly converted into sales orders in Sage X3 without any manual intervention.`

X3CloudDocs Outbound is an Electronic Document Management (EDM) solution.
Uncover the cost and time benefits of digitally sending and archiving business documents such as invoices, remittances, or statements, all with minimal impact on your IT infrastructure. The ability to search and sort the data expedites the process of physically finding documents, saving your employees valuable time and simplifying audit. The Outbound module enables remote working with paperless processes, and provides fully traceable document journeys.

Intuitive document access
Role-based security
Built for Sage X3 users by Sage X3 experts
Automated email dispatch of business documents such as invoices, remittances, or statements
Fully indexed and searchable database, all backed-up via the cloud
Digital paper trail enabling cost savings on paper, printing and postage

Your document management Cloud for Sage X3. Uncover the cost and time benefits of digitally sending and archiving business documents, all with minimal impact on your IT infrastructure. A solution that enables remote working with paperless processes, and fully traceable document journeys. Let robots do robot work!

X3CloudDocs Workflow is a framework tool to offer an enhanced email engine for the standard Sage X3 workflow engine, in addition to pre-defined workflow scenarios and email templates. Transform the limited plain-text emails provided by Sage X3 by default into interactive, branded, HTML5 emails. X3CloudDocs Workflow enables businesses to leverage the strong automation functionality available in Sage X3’s existing workflow engine to provide attractive and engaging emails both inside and outside the business, opening up a range of possibilities previously often ignored (such as shipping notifications, email approvals, etc.).

Send branded customer facing emails from Sage X3
Automatically populate email templates with Sage X3 data
Accessible worldwide on any device
Enhanced email and authorisation module for Sage X3 standard workflow
Approve or reject documents through a simple one-click design, even when off your VPN
Remove the need for a Sage X3 licence to make approvals

Have a Look at Our other Sage X3 Plugins

Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.

Arrange a 30-min Discovery
Workshop with a Sage Specialist